See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $30,202 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,914 | $71,516+97.0% | $98,439+43.1% | $71,457+97.2% |
| Participation rate | 63.1% | 72.7%-9.6pp | 75.2%-12.1pp | 67.9%-4.9pp |
| Annual return | 12.75% | 32.41%-19.7pp | 21.16%-8.4pp | 28.85%-16.1pp |
| Employer contribution / active EE | $2,470 | $2,399+3.0% | $3,048-18.9% | $2,588-4.5% |
| Participant deferral / active EE | $6,008 | $4,109+46.2% | $4,738+26.8% | $4,289+40.1% |
| Admin fee / account holder | $376 | $1,675-77.5% | $8,948-95.8% | $1,587-76.3% |